Picton Mahoney Asset Management’s McDonald's MCD Stock Holding History

Picton Mahoney Asset Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,250	Closed	-$2.35M	–	913
2024 Q2	$2.35M	Sell	9,250 -2,020	-18%	-$536K	0.09%	205
2024 Q1	$3.18M	Sell	11,270 -965	-8%	-$281K	0.1%	175
2023 Q4	$3.63M	Buy	+12,235	New	+$3.33M	0.1%	156
2018 Q4	–	Sell	-13,600	Closed	-$2.27M	–	186
2018 Q3	$2.27M	Sell	13,600 -39,200	-74%	-$6.28M	0.16%	100
2018 Q2	$8.27M	Buy	52,800 +3,000	+6%	+$486K	0.59%	63
2018 Q1	$7.79M	Buy	49,800 +600	+1%	+$98.7K	0.56%	66
2017 Q4	$8.47M	Buy	+49,200	New	+$8.26M	0.61%	61
2016 Q3	–	Sell	-74,556	Closed	-$8.97M	–	325
2016 Q2	$8.97M	Sell	74,556 -1,900	-2%	-$238K	0.55%	61
2016 Q1	$9.61M	Sell	76,456 -26,676	-26%	-$3.19M	0.62%	62
2015 Q4	$12.2M	Buy	103,132 +47,202	+84%	+$5.28M	0.73%	52
2015 Q3	$5.51M	Sell	55,930 -900	-2%	-$87.7K	0.32%	94
2015 Q2	$5.4M	Buy	56,830 +32,580	+134%	+$3.15M	0.27%	102
2015 Q1	$2.36M	Buy	+24,250	New	+$2.3M	0.09%	130

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Picton Mahoney Asset Management's MCD Position: Q3 2024 in Review

Picton Mahoney Asset Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 9,250 shares — an estimated $2.35M sold.

Picton Mahoney Asset Management first reported a position in MCD in Q1 2015 and held it in 13 quarters. The position peaked at $12.2M in Q4 2015. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Picton Mahoney Asset Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Picton Mahoney Asset Management sold 9,250 McDonald's shares in Q3 2024, an estimated $2.35M.
Picton Mahoney Asset Management first reported a position in McDonald's in Q1 2015 and held it in 13 quarters.
Picton Mahoney Asset Management's McDonald's position peaked at $12.2M in Q4 2015.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2024, filed 4 Nov 2024.